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That's How I Rollerboard…

The Official Blog of Max Effgen

That's How I Rollerboard…

The Official Blog of Max Effgen

Process Changes and the Sales Pipeline

Max Effgen, December 3, 2009

In my experience, pipeline/forecast is one area of a CRM system that changes frequently. Fortunately, these changes require less coding changes through Windows Workflow Foundation (Dynamics CRM) and Workflow Automation (Salesforce). I have seen this both from the consulting side and as a user. Not going to comment on whether it is right or wrong, just that it happens, often, as a matter of fact in many organizations. Change in management, there will be a change to the sales process. New compensation model and the forecasts will change. It happens all the time and makes numbers from sales very short term and difficult to do long term trends. The best way to improve accuracy, find a sales process that works and then measure the core of that process. Less change, more value.

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Max Effgen

Max Effgen

I build and grow technology companies as an entrepreneur and angel investor, backing early-stage startups in AI, health & wellness, ultra-low power radio, and enterprise software. I test performance gear the same way I evaluate companies: what actually works in the real world.

Measure what matters. Your body keeps score.

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